UBVAX Mutual Fund

UBVAX Mutual Fund

NAV$79.17
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See the full sector breakdown of UBVAX
Sector concentration, industry allocation and the exact weight of every sector.
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Sector Concentration AnalysisPRO

Top 3 Sectors
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of total portfolio
Concentration Level
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concentration risk
Largest Sector
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Sector AllocationPRO

Sector BreakdownPRO

SectorHoldingsWeight
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Sector names, holding counts and weights come with FundXLS Pro. See plans

Industry BreakdownPRO

Top 15 industries by allocation

UBVAX Mutual Fund Sector Allocation

UBVAX sector allocation breaks down across Financials (18.9%), Materials (11.8%), Real Estate (11.3%), Industrials (10.8%), Information Technology (8.5%). Across 88 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

UBVAX sector exposure is important for understanding concentration risk. The fund shows reasonable diversification across sectors.

UBVAX by country shows geographic exposure. UBVAX overlap reveals how sector exposure compares with other funds.